Cisco Earnings Preview: Old Tech Tends To Be Slow (Growth) Tech - May Not Be A Bad Thing — Negative
CSCO Seeking Alpha — February 11, 2025Cisco Systems reports their fiscal Q2 '25 results after the closing bell on Wednesday, February 12th, 2025. Analyst consensus is looking for $0.91 in earnings per share on $13.87 billion in revenue and $4.5 billion in operating income, for expected y-o-y growth of 5%, 7% and 8% respectively. Full-year expected '25 revenue and EPS is currently forecast to be $55.99 billion and $3.66 in EPS, for expected full-year growth of -2% and +1%.

If you bought Albemarle for its low P/E ratio when it was at $300, you should sell now as earnings will be negative. But investors who understand cyclicality look at the price-to-sales ratio and would buy Albemarle today and avoid NVIDIA. We go over how a flat price generates a 22% annualized yield here and also look at the convertible shares yielding 9.6%.

SMCI's Volatility Divides Analysts & Investors, Financials Biggest Question Mark — Negative
SMCI Schwab Network — February 11, 2025Sales for Supermicro (SMCI) show strength. It's recent financial reports, or lack thereof, do not.

ACCO Brands: This Diverse Consumer Brands Name Remains On Sale — Positive
ACCO Seeking Alpha — February 11, 2025ACCO Brands Corporation is a cheap stock with potential, despite declining revenue and a 5.5% drop since my August 2024 “Buy” recommendation. The firm is cutting costs, reducing debt, and analysts expect improved earnings, making it a strong candidate for future outperformance. ACCO's diverse product range and market leadership in key segments add to its attractiveness, despite challenges like digitalization and remote work trends.

NETFLIX AND MGM GRAND UNVEIL NEW DINING EXPERIENCE IN LAS VEGAS – Reveal of Full Menu Inspired by Fan-Favorite Shows and Movies, Including Bridgerton, Stranger Things, Squid Game, ONE PIECE, Glass Onion: A Knives Out Mystery and More – Surprise Early Access: Walk-ins Are Now Welcome with Reservations Available Beginning February 20 View Full Menu Here Make a Reservation Here LAS VEGAS , Feb. 11, 2025 /PRNewswire/ -- Order up! NETFLIX BITES Vegas is now open at MGM Grand Hotel & Casino, embarking on a savory one-year culinary residency that invites guests to dig into dishes and drinks that bring …

What Should You Do With Kinsale Stock Ahead of Q4 Earnings? — Positive
KNSL Zacks Investment Research — February 11, 2025KNSL's fourth-quarter result is likely to reflect strong growth in new business submission activity and positive overall rate changes across the book of business.

CNA Financial Q4 Earnings & Revenues Top Estimates, Dividend Raised — Neutral
CNA Zacks Investment Research — February 11, 2025Q4 results of CNA reflect higher investment income and higher underlying underwriting income, partially offset by increased catastrophe losses.

Wells Fargo & Company (WFC) UBS Financial Services Conference (Transcript) — Neutral
WFC Seeking Alpha — February 11, 2025Wells Fargo & Company (NYSE:WFC ) UBS Financial Services Conference February 11, 2025 8:50 AM ET Company Participants Mike Santomassimo - CFO Conference Call Participants Erika Najarian - UBS Erika Najarian Good morning, everybody. So welcome to day two of the UBS Financial Services Conference.

Waste Management Posts Strong 2024, Projects Similar in 2025 — Positive
KSEA ETF Trends — February 11, 2025Waste Management ended 2024 with double digit adjusted operating EBITDA, and projected similar gains in 2025. Strategic acquisitions, rising recycling prices, and automation and technology automation resulted in significant margins in 2024.

IPG Photonics Q4 Earnings Miss Estimates, Revenues Decline Y/Y — Negative
IPGP Zacks Investment Research — February 11, 2025IPGP struggles with declining material processing and medical sales, but growth in advanced applications sparks optimism.

Airbnb to Report Q4 Earnings: To Buy or Not to Buy the Stock? — Positive
ABNB Zacks Investment Research — February 11, 2025ABNB's fourth-quarter 2024 performance is expected to have benefited from strong booking demand and higher daily rates.

Coinbase Set to Report Q4 Earnings: Time to Buy the Stock? — Positive
COIN Zacks Investment Research — February 11, 2025COIN's fourth-quarter results are likely to benefit from increased volatility, expansion of operations and growth in the crypto economy.

Ceragon Networks Ltd. (CRNT) Q4 2024 Earnings Call Transcript — Neutral
CRNT Seeking Alpha — February 11, 2025Ceragon Networks Ltd. (NASDAQ:CRNT ) Q4 2024 Earnings Conference Call February 11, 2025 8:30 AM ET Company Participants Rob Fink - Head-Investor Relations Doron Arazi - Chief Executive Officer Ronen Stein - Chief Financial Officer Conference Call Participants Ryan Koontz - Needham & Company Scott Searle - ROTH Capital Theodore O'Neill - Hills Research Operator Ladies and gentlemen, thank you for standing by and welcome to the Ceragon Networks Earnings Conference Call.

XPO: Full Speed Ahead On Margin Improvement, But The Stock Might Be Out Of Gas — Positive
XPO Seeking Alpha — February 11, 2025XPO delivered strong Q4'24 results, with EPS beating estimates and significant LTL margin expansion, despite a slight revenue decline. Full-year 2024 saw XPO achieve 4% revenue growth and a 27% increase in adjusted EBITDA, driven by operational discipline and network investments. Despite a positive outlook and further margin expansion potential, XPO's current valuation appears high, trading at a premium to historical and peer multiples.

Cincinnati Financial Corporation (CINF) Q4 2024 Earnings Call Transcript — Neutral
CINF Seeking Alpha — February 11, 2025Cincinnati Financial Corporation (NASDAQ:CINF ) Q4 2024 Results Conference Call February 11, 2025 11:00 AM ET Company Participants Dennis McDaniel - Investor Relations Officer Steve Spray - President & Chief Executive Officer Mike Sewell - Executive Vice President & Chief Financial Officer Steve Johnston - Executive Chairman Steve Soloria - Chief Investment Officer Marc Schambow - Cincinnati Insurance's Chief Claims Officer Theresa Hoffer - Senior Vice President of Corporate Finance Conference Call Participants Michael Phillips - Oppenheimer Gregory Peters - Raymond James Operator Good morning, and welcome to the Cincinnati Financial Fourth Quarter and Full Year 2024 Earnings Conference Call. …

LCI Industries (LCII) Q4 2024 Earnings Call Transcript — Neutral
LCII Seeking Alpha — February 11, 2025LCI Industries (NYSE:LCII ) Q4 2024 Results Conference Call February 11, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Chief Financial Officer Jason Lippert - President and Chief Executive Officer Kip Emenhiser - VP of Finance and Treasurer Conference Call Participants Fred Wightman - Wolfe Research Daniel Moore - CJS Securities Joe Altobello - Raymond James Scott Stember - ROTH Capital Partners Mike Swartz - Truist Securities Patrick Buckley - Jefferies Brandon Rollé - D.A. Davidson Tristan Thomas-Martin - BMO Capital Markets Alice Wycklendt - Baird Operator Hello, and welcome, everyone, to the LCI Industries Fourth Quarter and Full …

Tesla (TSLA -5.29%) stock has been in freefall, and that accelerated today. Shares of the electric vehicle (EV) leader are now lower by more than 15% so far this year.

Humana Incurs Wider Y/Y Loss in Q4 on Decline in Membership — Negative
HUM Zacks Investment Research — February 11, 2025HUM's fourth-quarter results suffer a blow due to a membership decline in Medicare stand-alone PDP, partly offset by a strong Primary Care business. It currently expects 2025 adjusted EPS to be around $16.25.

Anduril takes over Microsoft's $22 billion US Army headset program — Neutral
MSFT Reuters — February 11, 2025Palmer Luckey-founded defense tech startup Anduril will take over the development and production of Microsoft's mixed-reality headset program for the U.S. Army, the companies said on Tuesday.

As gold nears $3,000, here's how its surge compares to bitcoin and the stock market — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Market Watch — February 11, 2025Gold has been on an impressive run toward the $3,000-an-ounce milestone, with a years-long buying spree by central banks and economic uncertainty tied to President Donald Trump's policies leading the metal to outperform other asset classes so far this year.
